Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 24, 2018

One of the more shareholder friendly companies. They bought back over 30% of their outstanding shares and increased the dividend 10%. It is a bit of a slower growth company but the valuation justifies it. A lot of bad news with NAFTA negotiations is already baked into the stock.

One of the more shareholder friendly companies. They bought back over 30% of their outstanding shares and increased the dividend 10%. It is a bit of a slower growth company but the valuation justifies it. A lot of bad news with NAFTA negotiations is already baked into the stock.

Ryan Modesto
Managing Partner, 5i Research
Price
$83.220
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
May 24, 2018

They have done a really good job of hitting every point of patient movement: Accessibility and transportation. He really likes it. They made some big acquisitions recently and are in the consolidation period while they digest them. You can average into it. It is a premium company.

Savaria Corp (SIS-T)
May 24, 2018

They have done a really good job of hitting every point of patient movement: Accessibility and transportation. He really likes it. They made some big acquisitions recently and are in the consolidation period while they digest them. You can average into it. It is a premium company.

Ryan Modesto
Managing Partner, 5i Research
Price
$16.350
Owned
Unknown
SPECULATIVE BUY
SPECULATIVE BUY
May 24, 2018

He only follows the space generally. He is not a fan of the space. There is a lot of uncertainty. It is priced for perfection. It looks like it will be a commodity product, so lower margins.

Aphria Inc (APHA-T)
May 24, 2018

He only follows the space generally. He is not a fan of the space. There is a lot of uncertainty. It is priced for perfection. It looks like it will be a commodity product, so lower margins.

Ryan Modesto
Managing Partner, 5i Research
Price
$12.200
Owned
Unknown
TOP PICK
TOP PICK
May 24, 2018

When there is energy price volatility they can get a quarter or two lag in earnings growth. However when fuel prices go up they get higher margins. (Analysts’ target: $74.00).

When there is energy price volatility they can get a quarter or two lag in earnings growth. However when fuel prices go up they get higher margins. (Analysts’ target: $74.00).

Ryan Modesto
Managing Partner, 5i Research
Price
$54.000
Owned
No
TOP PICK
TOP PICK
May 24, 2018

Over the last few years they have been picking away at small acquisitions. They were building an expertise in the industry. Then they made a large acquisition and vaulted themselves into the top ten in North America in their space. It is still being priced as a printing company. He does not think they are done with this transition and are not getting recognized by the market. (Analysts’ target: $30.88).

Over the last few years they have been picking away at small acquisitions. They were building an expertise in the industry. Then they made a large acquisition and vaulted themselves into the top ten in North America in their space. It is still being priced as a printing company. He does not think they are done with this transition and are not getting recognized by the market. (Analysts’ target: $30.88).

Ryan Modesto
Managing Partner, 5i Research
Price
$28.410
Owned
Unknown
TOP PICK
TOP PICK
May 24, 2018

They are growing into Ontario. Their recent earnings really caught on with an impressive number. It was not even a full quarter of results from the recent acquisition. They have 20 year contracts. 16 times earnings. (Analysts’ target: $51.80).

They are growing into Ontario. Their recent earnings really caught on with an impressive number. It was not even a full quarter of results from the recent acquisition. They have 20 year contracts. 16 times earnings. (Analysts’ target: $51.80).

Ryan Modesto
Managing Partner, 5i Research
Price
$50.250
Owned
No
BUY
BUY
May 24, 2018

The internet of things meets home healthcare. It should keep people healthier and out of the hospital. It is looking a little expensive, but if they get more contracts and prove the demand is there then it will do really well. Give them 2 years.

The internet of things meets home healthcare. It should keep people healthier and out of the hospital. It is looking a little expensive, but if they get more contracts and prove the demand is there then it will do really well. Give them 2 years.

Ryan Modesto
Managing Partner, 5i Research
Price
$1.680
Owned
Unknown